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20130301
20130331
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Search Results 0 to 18 of about 19 (some duplicates have been removed)
and that's cisco. i'd rather have this company than almost any other tech firm, including texas instruments. cisco is the back bone of the internet and telco industry. when cisco hits a new high, it means businesses all over the world are redoing their infrastructure. it's a sign that information technology spending at the enterprise is now flowing big and nothing could be more bullish for all of tech, a much deserving admiral indeed. cisco, it's no longer crisco. the cisco kid is once again a friend of mine. lots of people are skeptical about this market. you ever hear those people? me? this leadership tells me this market can withstand that 5% decline everyone is waiting for and bounce back with a vengeance. you don't need to sell. there will always be battles lost and retreats to lick our wounds on the way to triumph in the war against the bears. the bottom line -- it's like grant, ridgeway, pershing, ike and marshall. these are stock market victors and we should follow them into the heat of battle knowing they represent the best of what america has to offer. i'd like to go to elizabeth
by yorele cal. i was on the call last night. the cisco downgrade today. this dichotomy is allowing i think bernanke to not have to taper off. at the same time it calls into question how weak is that international market. seems very weak. >> did we get largely what we wanted from the fed yesterday? there were no big surprises within that. >> no. i think that was the point to not have any big surprises. i think there was a poignant moment yesterday that i think wasn't talked about enough where someone asked imputedly, i felt, because ben bernanke deserves better -- do you know anybody that's unemployed? do you note price of a gallon of milk? he came back, yes, i have a relative on unemployment. he's going to get unemployment down then we'll talk about tapering. until then we are playing a parlor game with the fed. i believe bernanke when he says these things. >> there's no reason to believe the fed is going to start pulling back any time soon. >> no. >> we need to see sustained improvement in the employment picture. then the tapering, who knows what that could be. it is not just turning the
of cisco. cisco is very much a diehard supporter of same-sex marriage. because they have very strong lgbt communities inside their workplaces. >> just real quickly, how much of an impact do these types of briefs have in supreme court cases? >> you may be better than i am. i think -- i think it's debatable. the guy who drew up the prop 8 amicus brief said he thought that the wave of business support in these amicus briefs might actually be persuasive to the court. >> i think the arguments they make about hr and law and tax, that would speak more to the supreme court than emotional arguments about how they feel when they have to tell someone they can't not discriminate. >> this isn't just liberal california. this is businesses. this is goldman sachs. >> and the court is taking this up on march 26th. 26th and 27th. and so we will watch and see. >>> well, all right. time now for something we haven't seen much of in a while. news that bay area home prices are nudging upwards. yes, you heard right. upwards. carolyn, is this a sign of a rebound in real estate? >> it is indeed. basically what we
're going to wake the world up. and watch, with eyes wide, as it gets to work. cisco. tomorrow starts here. cisco. chances are, you're not made of money, so don't overpay for motorcycle insurance. geico, see how much you could save. >>> so next part >>> so next part of this story. why should a u.s. investor really care about cyprus? a tiny little island. maybe this is an excuse for a mild stock correction. will cyprus silent the bulls or will the optimistic rally continue as i believe it will? we have bob dole. we welcome back joe lavorgna and cnbc contributor larry mcdonald, head of global strategy at new edge. bob, i home you heard the charles dallara interview. he was more concerned about the consequences of this than i might have thought. concerned about a next run on the bank. concerned the greek central bank can't bail out cyprus or the ecb may not have a mandate. what is your thinking about this? >> that was a great segment. confiscation and confidence were the two key words. we know we have the possibility my 100 cents are not 100 any more that. undermines confidence and risk asset
for utilities over technology? that's what's happening right now. >> the cisco kid used to be a friend of everyone. it's 11 times earnings, for heaven's sake. cisco has to break out. okay? it has to break out. >> cisco kid was war. wasn't it? >> yes. what was war good for? absolutely nothing -- boom! guy comes to play. >> say it again. >> we could have had that cue. you just got to give us some warning. >> some people call me maurice. >> what do you make of all the q1 gdp raises we got in mesereau, credit suisse, deutsche is at 3 for q1. >> they wait for retail sales to come out, then they erase. well, thanks for nothing. why don't you do a little ground-up and realize the sales were -- it's so funny. when i come out, i said something positive about macy's the other guy. i said how about target? it's all jcpenney. walmart. jcpenney. jcpenney must have had $400 billion in sales and lost it to everybody. i had a guy on last night from spirit air. he was talking about them being the dollar general or the dollar tree. >> of airlines? >> i thought talk about other companies that have clearl
% at the moment. hewlett-packard has been the surprise of 2013. look at cisco systems. it is better by 2%. we are looking at united technology. united technologies is better by 2%. boeing in the face of extremes. it is up nearly 2%. the economically sensitive transports. i want to mention what is moving lower. home depot, which was down earlier, hitting another high today. that is an interesting move. it was home depot that was a really horrific performer back in 2007. as we see, dow transports. these are fedex. the past couple of days, we have been showing this one. it keeps hitting the all-time high. of nearly two full percentage points. that fedex number at about 108.05. that is a five-year high. every time they come out with a problem, everybody says that is an economic problem. we are looking at some 52 week highs. we have 33m, home depot, verizon, pfizer, boeing, american express, jpmorgan and johnson & johnson. this happened early in the session. we are off the earlier highs. if anything pulled back, they are the materials. it seems awfully orderly and awfully quiet. >> we have been ex
back to 18. these are what i'm looking -- yes, we need to see cisco. not just trade at 20. >> apple is going higher today. >> the word for apple's performance over the last six months we would have hit this number a long time ago. we would be talking about the s&p at record highs. >> yeah. apple is just -- they had a chance to buy back all the stock they wanted, and they just didn't seem to be inclined. i was looking at travelers the other day, they bought back about half their stock. i think fishman is a conservative manager. what do you do with cash when you have a lot? you return some of it to shareholders. when a guy like fishman can do it, why can't a guy like cook do it. >> tim cook is willing to sit on a pile of cash than buy shares at new 52-week lows. you're saying, tim cook is not buying his own shares, why should i buy his shares. >> looks like we've got something working here. >> all-time high. >> okay. anyway, so tim cook, if he doesn't -- if he isn't standing there buying it hand over fist like travelers did, then why should i -- >> why should anybody. why should anybo
executive team around me of ex members of amazon, of google, of sales force, cisco. really a world class management team. and i think we all come together to be the right mix for groupon. >> so no doubt that's why the stock is up on this announcement but maybe not up as much as a lot may have thought. 25% loss after that earnings. disaster. >> right. >> now hasn't come up by that much. they just don't know where they are going. >> we spent a lot of time quoting from the letter. no doubt andrew mason's good-bye letter was one of the more eccentric ones we have ever seen. let's go to seema for the twitter reaction. >> in the letter, mason says he is looking for a good fat camp to lose his groupon 40. twitter had fun with this one. straight to the tweets. joe says, if mason needs to look far good fat camp, he clearly doesn't subscribe to groupon. 25% of the offers are fitness or oriented. >> cue the reality show producers. >> and andrew mason tweets, okay, i'm good on the fat camp recommendations. you may stop. thank you. >> seema, that wasn't you, kate with that tweet, wasn't it in. >> no,
to wake the world up. ♪ and watch, with eyes wide, as it gets to work. cisco. tomorrow starts here. ♪ [ male announcer ] how do you engineer a true automotive breakthrough? ♪ you give it bold styling, unsurpassed luxury and nearly 1,000 improvements. the redesigned 2013 glk. see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz [ticking] >> the ancient egyptians built the pyramids, but modern saudis build and continue to build massive oil facilities in the desert wilderness. the khurais field is the largest such project ever, and the challenges involved were staggering. >> khurais presented a technological challenge. the field has very little natural pressure, which is necessary to bring the oil to the surface. so to force the oil up, they're injecting seawater down deep underground. >> we will inject about 84 million of gallon per day of seawater. >> so where is the seawater coming from? 'cause we're here in the middle of a desert. how far away is the sea? >> it is about 150 miles from here. >> so in addition to all of this for the oil, you're a
to be. most people underown it and it is unloved. ciscos, intels, microsofts are cheap with good dividends. you could add hewlett-packard which has moved and western digital and seagate onto that. you have a nice bun of stocks people really have low expectations about. david: let me put up if i can on a chart a list of various sectors, financials, consumer discretion nary, materials. materials, let's talk about materials for a second the how has that done generally? is there an area we could look to see maybe a bigger pop in, chris? >> i think so. i think you will be earlier on in it, it is a hated group looking at bhp and valet makes sense here. we know the growth in asia will be good as well as latin america. commodity inventories have to be replenished. david: robert another sector maybe hasn't been given enough attention, i certainly haven't been looking at it on a daily basis are financial inus isers. you say lincoln financial is good buy right now. why? >> we like lincoln national a lot. it is a lot what is going on with the economy right now. real estate is stablized which
for more than 2/3 of u.s. economic activity. >>> and keep an eye on cisco systems when trading resumes on monday. the network equipment supplier raising its quarterly different by 21% to 17 cents a share. that's very latest from fox business, giving you the power to prosper and i honestly didn't think i would ever quit. [ male announcer ] along with support, chantix (varenicline) is proven to help people quit smoking. it reduces the urge to smoke. it put me at ease that you could smoke on the first week. [ male announcer ] some people had changes in behavior, thinking or mood, hostility, agitation, depresd mood and suicidal thoughts or actions while taking or after stopping chanti if you notice any of these stop taking chantix and call your doctor right away. tell your doctor about any history of depression or otr mental health proems, which could get worse while taking chantix. don't take chantix if you've had a seriousllergic or skin reaction to it. if you develop these stop taking chantix and see your doctor right away as some can be life-threatening. tell your doctor if you have a
to work. cisco. tomorrow starts here. ♪ [ male announcer ] help brazil reduce its overall reliance on foreign imports with the launch of the country's largest petrochemical operation. ♪ when emerson takes up the challenge, "it's never been done before" simply becomes consider it solved. emerson. ♪ at a hertz expressrent kiosk, you can rent a car without a reservation... and without a line. now that's a fast car. it's just another way you'll be traveling at the speed of hertz. >>> cyprus trying to avoid a meltdown. >>> cyprus trying to avoid a meltdown. we'll bring you the latest on the bailout negotiations. plus the impact on global markets. >>> and a home economics double play. first, we've got the chief economist on whether it makes more financial sense to buy or rent a home. then the ceo of william sonoma on the company's latest dividend hike. the third hour of "squawk box" starts right now. ♪ >> talking about fedex, down about four points. welcome back to "squawk box" here on cnbc first in business worldwide. becky is off today, she'll be back tomorrow. our guest host, po
and the suggest thinking was that cisco was taking market share and it is down .8% right now. >> goldman on this anti-juniper pro-cisco bandwagon and doesn't show signs of letting up. >> a blackberry. blackberry is up 6 1/3%. >> how do you like that? >> blackberry, bed bath and best buy. >> the three bs. >> brahms, beethoven and bach. >> not bad equals the new good. >> i knew someone would have to mention it. >> i try not to. >> will you stay focused? >> geez. >> wow! apple. >> okay. apple. i hope they return capital and wish they had more growth. general mills. how about this one? some people say the top line wasn't so great. ken palo tonight and that is a dividend aristocrat. it's a dividend monster. we might have to do a bull/bear. >> look at what the stock's done, right? 21% over the past year? >> how can you not love a cereal company that you can sleep at night with, of course, they have many other brands that keeps raising the dividend. this is the market at large. the united states bank of general mills is unbelievable, right? no medicare problems. >> we'll have a debate and then
away. we're going to wake the world up. and watch, with eyes wide, as it gets to work. cisco. tomorrow starts here. >>> welcome back to squawk. we're getting the final host from our guest host, howard wilson and howard ward. >> economy is getting better, capital chase returns and stocks continue to trend higher although there's profit taking here and there. >> okay. we'll take that to the bank. the key question about europe. it's all about credit quality. >> who do we have to worry about? >> spanish, italian and greece. >> you're very worried. >> people have to start doing their work. europe never did the work of fixing bank solvency in the first place. >> gentlemen, thank you for being here. >> happy monday. >> that does it for us today. make sure you join us tomorrow. right now it's time for "squawk on the street." ♪ ♪ ♪ ♪ >>> welcome to the last week of the first quarter. good morning. welcome to "squawk on the street." i'm carl quintanilla with melissa lee and jim kraker. futures reflecting the relief of the cyprus deal. a similar picture in europe where the italian tenure
, hewlett-packard, american express, cisco, bank of america are some of the top performers in percentage terms but about 28 of 30 names are in the green this year and hewlett-packard being the best of the bunch. back to you. ashley: nicole petallides in green as well. thank you so much, nicole. appreciate it. tracy: so what is the dow's new record mean for your portfolio? our next guest says diversification is key. he says for the long term a multiasset class strategy will pay off. michael cue gene mow -- cuggino, permanent portfolio manager manager joins us now. you don't believe this. based on gdp numbers, recession could very well be possible? >> what we're seeing right now is stock market outperformance, you know, because corporate earnings have been strong, companies have squeezed profits out of very little revenue growth. and dividend yields are supportable by those earnings and there is nowhere else to go really for return at the moment. so investors have been going towards stocks, for the better part of last four years. and you know with a couple of blips in between. and you know
of these names, cisco, emc, hewlett, ibm, intel, microsoft, network appliance and oracle, all based on the he can expectation of increased business spending. >> part of the note also that he was making is that ibm, obviously big waiting in the s & p 500, big waiting just in technology indices across-the-board. xlk, for instance, also, if we do see incremental flows in and see fleece etfs and funds that track the dow specifically, because of these record highs, ibm will see a disproportionate benefit from those inflows, not only is it getting the s & p and nasdaq, xlks of the world but the dow diamond, let's say. that could help ibm. shares today basically flat. >> get to pisani in the middle of a crowd today. >> artisan partners, an asset management firm. haven't seep a lot of these going public recently. look investigate good right now price talk was 27 to 29. it priced at 30. right now, looking somewhere around $35. again this is going to settle down. we haven't got a final price yet. looking somewhere around $35. get you the final price there as soon as it opens here. so here is the big story.
Search Results 0 to 18 of about 19 (some duplicates have been removed)